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Rich Hart — Executive (title not specified) · Advisor 360 · Andover, Massachusetts, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
I am an entrepreneurial leader with deep domain knowledge, expertise and experience in operations, client service, product and platform management for global financial service firms.
I have a demonstrated track record of delivery in high growth entrepreneurial organizations and digital transformation within large complex organizations. I have led teams to execute on some of the largest transformational projects in the industry.
Highlighted achievements include:
Sale of BrownCo. to JPMC, taking SSGM self-clearing, transforming the Fidelity NFS platform into a world class offering and successfully moving the USAA brokerage platform from self-clearing to the Fidelity/NFS platform. All of these efforts led to successful business outcomes.
My entire career has been focused on platform businesses, servicing customers and always driving to automate process for scale. I am an excellent leader, with a proven track record of leading teams, executing on objectives, servicing clients, and flawlessly executing large scale initiatives on time and on budget.
Experience
Vice President - Head of ProductCurrent
OneVest
Jun 2025 – Present
Head of Product responsible for product strategy, execution and product roadmap.
Founder & Managing Partner
Cardigan Partners
Mar 2024 – Aug 2025
Led the successful turnaround of a small software company in the insurance market, driving profitability through strategic expense management and sales optimization. Advised a startup FinTech in wealth management on customer onboarding and service leadership. Partnered with a medium-sized FinTech company to streamline product offerings and enhance sales interactions.
Education
Skills
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